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Mowery & Schoenfeld Wealth Management’s Ryan Specialty Holdings RYAN Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio RYAN Stock Details RYAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-200
Closed -$14.8K – 452
2025
Q1 		$14.8K Hold
200
– – 0.03% 229
2024
Q4 		$12.8K Hold
200
– – 0.03% 207
2024
Q3 		$13.3K Hold
200
– – 0.02% 163
2024
Q2 		$11.6K Hold
200
– – 0.02% 165
2024
Q1 		$11.1K Hold
200
– – 0.02% 113
2023
Q4 		$8.6K Buy
+200
New +$9.02K 0.02% 115

Other funds holding RYAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's RYAN Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Ryan Specialty Holdings (RYAN) in Q2 2025, closing a stake of 200 shares — an estimated $14.8K sold.

Mowery & Schoenfeld Wealth Management first reported a position in RYAN in Q4 2023 and held it in 6 quarters. The position peaked at $14.8K in Q1 2025. 373 funds tracked by Wall St. Rank hold RYAN as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Ryan Specialty Holdings position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 200 Ryan Specialty Holdings shares in Q2 2025, an estimated $14.8K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Ryan Specialty Holdings in Q4 2023 and held it in 6 quarters.
  • Mowery & Schoenfeld Wealth Management's Ryan Specialty Holdings position peaked at $14.8K in Q1 2025.
  • 373 funds tracked by Wall St. Rank held Ryan Specialty Holdings as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.